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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
BCA
852
Berman Capital Advisors
Georgia
$16K +$18.6K +104 New
CGT
853
Capital Guardian Trust
California
$15K -$107K -598 -87%
CT
854
Clearstead Trust
Maine
$15K – – –
PFO
855
Pathstone Family Office
New Jersey
$14K +$14.7K +82 New
TFO
856
Tarbox Family Office
California
$13K +$7.52K +42 +124%
OIA
857
Optimum Investment Advisors
Illinois
$12K -$197K -1,100 -94%
CIM
858
Contravisory Investment Management
Massachusetts
$12K – – –
SMFS
859
Squar Milner Financial Services
California
$12K – – –
WC
860
Whitnell & Co
Illinois
$12K – – –
PB
861
Pinnacle Bancorp
Nebraska
$12K +$13.1K +73 New
GEA
862
Glen Eagle Advisors
New Jersey
$11K – – –
WTC
863
WhitTier Trust Company
Nevada
$11K -$184K -1,025 -94%
SWP
864
Strategic Wealth Partners
Ohio
$11K – – –
GI
865
Gradient Investments
Minnesota
$10K – – –
PWMG
866
Prestige Wealth Management Group
New Jersey
$9K +$9.67K +54 New
WIM
867
Westside Investment Management
California
$8.67K -$16.7K -93 -65%
KTC
868
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
SGAM
869
Smith Group Asset Management
Texas
$7K -$1.79K -10 -20%
BAMG
870
Brand Asset Management Group
Missouri
$7K – – –
WAP
871
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
CFA
872
Clarfeld Financial Advisors
New York
$7K +$6.81K +38 New
PWM
873
PRW Wealth Management
Massachusetts
$7K +$8.06K +45 New
BWM
874
Baystate Wealth Management
Massachusetts
$6K – – –
WAS
875
WESPAC Advisors SoCal
California
$6K – – –
33 34
35
36 37